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emilyklinga-gmai
Level 2

How can I refund a customer invoice?

 
1 Comment 1
ShyMae
QuickBooks Team

How can I refund a customer invoice?

Refunding customers is an essential practice that significantly impacts sales and helps build client loyalty. I'll provide detailed information on the process, Emily. 

 

There's no direct way to refund the customer invoice in QuickBooks Self-Employed. You'll need to log in to the Merchant Service Center and process the reimbursement from there. 

 

Here's how you can void or fully refund a transaction: 

 

  1. In the Activity & Reports drop-down, select Transactions.
  2. Set the date range and click Search.
  3. Choose the Transaction ID. Pick Reverse (Void/Credit).
  4. Tick the checkbox for the desired item, then Submit.

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Refer to this article for more information: Void or refund transactions in QuickBooks Payments

 

You can consult your accountant for further advice in categorizing your transaction to ensure accuracy and maintain organized accounts. If you don't have one, you can find a professional through this link: https://quickbooks.intuit.com/find-an-accountant/.

 

For future reference, if you'd like to keep a record of your receipts, you can email them to QuickBooks Self-Employed. The system will scan the images and automatically input the details. 

 

By following these steps, you can effectively process a refund for a customer invoice and ensure the accuracy of your financial records. I'll always have your back if you need further assistance. Have a good one! 

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